EWM

Elevatus Welath Management Portfolio holdings

AUM $300M
1-Year Est. Return 40.03%
This Quarter Est. Return
1 Year Est. Return
+40.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.85M
3
+$6.75M
4
BKR icon
Baker Hughes
BKR
+$5.75M
5
NVDA icon
NVIDIA
NVDA
+$3.9M

Top Sells

1
+$15.6M
2
+$14.3M
3
+$7.42M
4
LRCX icon
Lam Research
LRCX
+$5.86M
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$5.43M

Sector Composition

1 Technology 35.27%
2 Consumer Discretionary 11.78%
3 Industrials 8.96%
4 Healthcare 7.61%
5 Energy 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$836K 0.76%
7,112
+649
27
$828K 0.75%
3,765
+110
28
$783K 0.71%
+1,888
29
$756K 0.68%
7,355
-13,884
30
$713K 0.64%
+11,611
31
$699K 0.63%
1,951
+1,066
32
$681K 0.62%
+2,559
33
$626K 0.57%
2,502
+1,248
34
$613K 0.55%
+3,947
35
$591K 0.53%
1,168
+53
36
$557K 0.5%
6,710
+450
37
$520K 0.47%
4,906
+453
38
$506K 0.46%
+1,684
39
$476K 0.43%
2,809
+115
40
$475K 0.43%
+3,690
41
$471K 0.43%
2,791
+270
42
$444K 0.4%
+2,205
43
$400K 0.36%
1,555
44
$383K 0.35%
7,506
+4
45
$371K 0.34%
+691
46
$351K 0.32%
+10,595
47
$339K 0.31%
+3,282
48
$326K 0.29%
577
+163
49
$281K 0.25%
1,802
+406
50
$271K 0.25%
+4,134
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